Margin Trading Facility (MTF) - Upstox Help Center

Margin Trading Facility (MTF)

What is MTF?

The Margin Trading Facility (MTF) allows you to purchase stocks by providing only 25% to 50% of the required funds. Upstox covers the remaining amount for a...
Fri, 8 Nov, 2024 at 10:45 AM

What is the new MTF regulation? Will I still need to authorise my MTF trades?

A new regulation set to take effect on 7th November '24 will simplify the MTF process for users. Previously, investors were required to authorise their ...
Fri, 8 Nov, 2024 at 10:35 AM

How will the new MTF regulation impact traders?

End-of-day authorisation: With the new regulation, traders will no longer need to manually authorise MTF requests at EOD, simplifying the trading process an...
Thu, 7 Nov, 2024 at 7:16 PM

How to activate MTF?

Activating MTF on Upstox is a paperless, quick, easy, and one-time process. Just follow these steps: Step 1: Log into your Upstox account. Step 2: Select ...
Tue, 27 Aug, 2024 at 12:18 PM

Do I need to activate MTF every time I am using it?

No, activating MTF is a one-time, easy, and quick process. Once activated, you can use it whenever you want by clicking on the checkbox - 'Buy with 25% ...
Mon, 26 Aug, 2024 at 5:51 PM

Why is OTP authorisation required to activate MTF?

An OTP is required to sign off on the terms and conditions associated with using MTF on Upstox.
Mon, 29 Jul, 2024 at 2:30 PM

What conditions to keep in mind while using MTF?

While using MTF, keep the following in mind: Stock bought as MTF can be held for a period of 365 days on a temporary basis, and you can find them under yo...
Thu, 24 Oct, 2024 at 12:42 PM

Are Margin Trade Facility (MTF) orders chargeable?

Yes, MTF orders are subject to three types of charges: 1. Pledging Charges: MTF Buy Transaction: You are charged ₹20 (plus GST) as pledging charges by CD...
Fri, 31 May, 2024 at 12:44 PM

Are charges applicable only once?

Upstox charges are applicable every day until you sell your MTF positions or until the repayment of the borrowed amount. Example: You’ve taken ₹70,000 as...
Mon, 11 Dec, 2023 at 10:53 PM

What is the applicable limit under MTF?

At any given time, your total MTF position shouldn’t exceed ₹ 2 Cr.
Thu, 24 Oct, 2024 at 12:40 PM